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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,089 | $101,063-90.0% | $81,473-87.6% | $147,586-93.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.73% | 32.41%-19.7pp | 38.78%-26.1pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,381 | $3,206-56.9% | $2,568-46.2% | $4,876-71.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $765 | $5,812-86.8% | $4,561-83.2% | $10,886-93.0% |